+114.1%
LBRT vs LPLA
+4.5%
+109.5%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.5% | +6.5% | +4.4% |
| 7D | +6.9% | -2.1% | +9.0% | +7.4% |
| 30D | +7.8% | -3.3% | +11.1% | +8.5% |
| 3M | -25.3% | +23.5% | -48.8% | -28.4% |
| 6M | -19.6% | +12.0% | -31.6% | -21.3% |
| YTD | +17.2% | -1.7% | +18.8% | +19.4% |
| 1Y | +114.1% | +3.2% | +110.9% | +123.2% |
| All | +114.1% | +4.5% | +109.5% | +123.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded LPLA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling